We’re excited to share that our CEO, Jens Nordvig, was featured on the Forward Guidance podcast with Felix Zulauf. In this in-depth conversation, Jens draws on his expertise as a PhD economist to unpack the shifting macro landscape — from declining Fed independence and evolving capital flows to the weakening U.S. dollar.

He discusses the impact of tariffs, long-end bond volatility, and rising geopolitical tensions on global investment behavior, while also outlining the key structural phases of de-dollarization and central bank reserve diversification. This episode offers a clear-eyed view of the long-term forces reshaping global finance.

Watch the full episode here and get Jens’s take on what lies ahead for markets.